Position in GS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,130,242
-$66,077 QoQ
Shares Held
1,336
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.76047904191617.ToString("F0")%
Shared 0.ToString("F0")%
None 5.239520958083832.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $14,271,070 across 8 Capital Markets names. GS ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
246,865 | $8,381,066 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
31,775 | $2,131,149 | |
| 3 | XP |
XP Inc.
|
93,120 | $1,773,004 | |
| 4 | GS |
Goldman Sachs Group Inc
This page
|
1,336 | $1,130,242 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $279,769 | |
| 6 | EVR |
Evercore Inc.
|
850 | $253,733 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $245,757 | |
| 8 | PURR |
Hyperliquid Strategies Inc
|
15,000 | $76,350 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,130,242 | 1,336 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,196,319 | 1,361 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,127,631 | 1,416 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,014,205 | 1,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $711,269 | 1,302 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $655,649 | 1,145 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $566,900 | 1,145 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $517,906 | 1,145 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $459,459 | 1,100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $424,347 | 1,100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,940,927 | 9,089 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $346,730 | 1,075 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $351,643 | 1,075 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $369,133 | 1,075 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $317,959 | 1,085 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $344,543 | 1,160 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $394,799 | 1,196 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $438,402 | 1,146 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $433,222 | 1,146 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $434,941 | 1,146 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $358,392 | 1,096 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $289,026 | 1,096 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $245,384 | 1,221 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $329,037 | 1,665 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $612,176 | 3,960 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||